Kitces and Carl - Real Talk for Real Financial Advisors cover image

Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Navigating Financial Advising with Adaptability and Resilience

This chapter explores the metaphor of two toolboxes in financial advising, highlighting the need for adaptability and a deep understanding of clients' environments. It emphasizes resilience over absolute certainty and encourages listeners to reflect on their practices and skill application in diverse situations.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app